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Rebecca Blumenshine

Revalue LLC

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About Rebecca Blumenshine

Rebecca Blumenshine is an Investment Advisor Representative at Revalue LLC. Rebecca is licensed in California, Illinois, Maryland, Michigan, Missouri, New York, Ohio, Oregon, and Pennsylvania. Rebecca also holds a Series 65 license and has been a financial professional since 2016. Rebecca specializes in helping high-net-worth individuals, charitable organizations, and other individuals reach their financial goals.

Firm Information

Rebecca Blumenshine is currently registered with Revalue LLC. Revalue LLC is an investment advisor with 5 investment advisor representatives. The firm manages $81,353,665 in regulatory assets under management for 325 accounts. Revalue LLC offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

$81.35M

Assets Under Management

28

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investor guidance

Investor guidance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Discovery fee, investor guidance, financial consulting fees

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Rebecca Blumenshine’s Registration & Firm History

MI

02/06/2025 - Present

Revalue LLC (YPSILANTI MI)

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Licenses & Designations

IA

Issued 06/21/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Blumenshine.
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